American Express Co
AXP- Exchange
- NYSE
- Industry
- Finance Services
- SEC CIK
- 0000004962
In the last 90 days, American Express Co insiders filed 0 open-market purchases and 1 sale; 3,022 institutions reported holding it in 13F filings for Q2 2026, worth $195.1B in total; 8 superinvestors hold it, including Berkshire Hathaway and Markel Group.
13F holders, Q3 2022
Institutional positions in American Express Co as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,919
- −28 vs. Q2 2022
- Shares held
- 630.2M
- −3.68M (−0.6%) vs. Q2 2022
- Total value
- $85.1B
- −$2.84B (−3.2%) vs. Q2 2022
- New holders
- 82
- 745 more added
- Sold out
- 110
- 716 more reduced
28 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AXP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,022 | $195.1B |
| Q1 2026 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $160.6B |
| Q2 2024 | 2,349 | $139.8B |
| Q1 2024 | 2,316 | $139.5B |
| Q4 2023 | 2,192 | $114.5B |
| Q3 2023 | 2,003 | $91.3B |
| Q2 2023 | 2,048 | $107.9B |
| Q1 2023 | 2,056 | $102.9B |
| Q4 2022 | 2,008 | $92.3B |
| Q3 2022 | 1,919 | $85.1B |
| Q2 2022 | 1,975 | $88.0B |
| Q1 2022 | 2,067 | $120.0B |
| Q4 2021 | 2,005 | $106.1B |
| Q3 2021 | 1,879 | $111.2B |
| Q2 2021 | 1,851 | $112.6B |
| Q1 2021 | 1,781 | $96.5B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| YorkBridge Wealth Partners, LLC | 4,312 | $582.0K | 0.15% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 4,308 | $581.0K | 0.46% | −34−0.8% | Reduced |
| Linscomb & Williams, Inc. | 4,307 | $581.0K | 0.04% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,308 | $581.0K | 0.14% | +870+25.3% | Added |
| WBH Advisory Inc | 4,302 | $580.0K | 0.08% | +90+2.1% | Added |
| Estabrook Capital Management | 4,274 | $576.6K | 0.11% | 00.0% | Unchanged |
| PFG Advisors | 4,253 | $574.0K | 0.07% | −685−13.9% | Reduced |
| Legacy Advisors, LLC | 4,252 | $574.0K | 0.13% | +64+1.5% | Added |
| Wellington Shields & Co., LLC | 4,220 | $569.0K | 0.25% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 4,209 | $567.8K | 0.04% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 4,203 | $567.0K | 0.44% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4,196 | $566.0K | 0.11% | −65−1.5% | Reduced |
| Hillsdale Investment Management Inc. | 4,178 | $564.0K | 0.05% | +3,506+521.7% | Added |
| Bond & Devick Financial Network, Inc. | 4,119 | $556.0K | 0.46% | 00.0% | Unchanged |
| Maven Securities LTD | 4,106 | $554.0K | 0.03% | −30,291−88.1% | Reduced |
| Kovack Advisors, Inc. | 4,110 | $554.0K | 0.08% | −176−4.1% | Reduced |
| Aries Wealth Management | 3,725 | $553.0K | 0.24% | −31−0.8% | Reduced |
| Hills Bank & Trust Co | 4,083 | $551.0K | 0.08% | −50−1.2% | Reduced |
| Laurel Wealth Advisors, Inc. | 4,080 | $551.0K | 0.06% | +14+0.3% | Added |
| Baldwin Investment Management, LLC | 4,020 | $542.0K | 0.21% | +19+0.5% | Added |
| Prospera Financial Services Inc | 3,999 | $541.0K | 0.03% | +624+18.5% | Added |
| Salem Investment Counselors Inc | 4,002 | $540.0K | 0.02% | −78−1.9% | Reduced |
| Focus Financial Network, Inc. | 3,998 | $539.4K | 0.05% | +1,510+60.7% | Added |
| Centerpoint Advisors, LLC | 3,993 | $539.0K | 0.29% | −76−1.9% | Reduced |
| Jefferies Group LLC | 3,989 | $538.2K | 0.02% | +3,989 | New |
| J. W. Coons Advisors, LLC | 3,967 | $535.0K | 0.20% | −2,850−41.8% | Reduced |
| Verus Capital Partners, LLC | 3,963 | $535.0K | 0.10% | +175+4.6% | Added |
| Oakworth Capital, Inc. | 3,940 | $531.0K | 0.06% | 00.0% | Unchanged |
| Platform Technology Partners | 3,934 | $531.0K | 0.30% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 3,937 | $531.0K | 0.08% | +261+7.1% | Added |
| Thoroughbred Financial Services, LLC | 3,924 | $529.0K | 0.10% | −412−9.5% | Reduced |
| Hall Capital Management Co Inc | 3,924 | $529.0K | 0.35% | +300+8.3% | Added |
| Aspire Private Capital, LLC | 3,894 | $525.0K | 0.20% | +176+4.7% | Added |
| Delta Investment Management, LLC | 3,895 | $525.0K | 0.23% | +1,800+85.9% | Added |
| First Farmers & Merchants Bank / Trust | 3,864 | $521.0K | 0.69% | −100−2.5% | Reduced |
| Culbertson A N & Co Inc | 3,865 | $521.0K | 0.12% | 00.0% | Unchanged |
| 626 Financial, LLC | 3,845 | $519.0K | 0.42% | +180+4.9% | Added |
| First National Bank of Hutchinson | 3,832 | $517.0K | 0.41% | +331+9.5% | Added |
| MTM Investment Management, LLC | 3,822 | $516.0K | 0.29% | −34−0.9% | Reduced |
| Somerville Kurt F | 3,825 | $516.0K | 0.10% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3,785 | $510.6K | 0.21% | +48+1.3% | Added |
| Fukoku Mutual Life Insurance Co | 3,767 | $508.0K | 0.05% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,763 | $508.0K | 0.02% | +132+3.6% | Added |
| Orion Portfolio Solutions, LLC | 3,747 | $506.0K | 0.02% | −212−5.4% | Reduced |
| Farmers & Merchants Investments Inc | 3,742 | $505.0K | 0.02% | −27−0.7% | Reduced |
| Benin Management CORP | 3,732 | $503.0K | 0.21% | −65−1.7% | Reduced |
| Twin Capital Management Inc | 3,716 | $501.0K | 0.07% | −40−1.1% | Reduced |
| First City Capital Management, Inc. | 3,698 | $499.0K | 0.33% | −38−1.0% | Reduced |
| Sun Life Financial INC | 3,695 | $498.0K | 0.04% | −724−16.4% | Reduced |
| Gitterman Wealth Management, LLC | 3,692 | $498.0K | 0.51% | +44+1.2% | Added |
| Ipswich Investment Management Co., Inc. | 3,666 | $495.0K | 0.16% | 00.0% | Unchanged |
| Summit X, LLC | 3,680 | $495.0K | 0.15% | +130+3.7% | Added |
| Prescott Group Capital Management, L.L.C. | 3,662 | $494.0K | 0.15% | −1,169−24.2% | Reduced |
| Bath Savings Trust Co | 3,662 | $494.0K | 0.07% | +40+1.1% | Added |
| Pekin Hardy Strauss, Inc. | 3,658 | $494.0K | 0.08% | +113+3.2% | Added |
| TNF LLC | 3,575 | $492.0K | 0.25% | 00.0% | Unchanged |
| LGL Partners, LLC | 3,640 | $491.0K | 0.10% | +2+0.1% | Added |
| Penserra Capital Management LLC | 3,638 | $490.0K | 0.01% | −293,801−98.8% | Reduced |
| Philadelphia Trust Co | 3,607 | $487.0K | 0.06% | +12+0.3% | Added |
| Transform Wealth, LLC | 3,601 | $486.0K | 0.06% | −203−5.3% | Reduced |
| Saybrook Capital | 3,600 | $486.0K | 0.17% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 3,602 | $486.0K | 0.01% | +600+20.0% | Added |
| Richwood Investment Advisors, LLC | 3,587 | $484.0K | 0.53% | −215−5.7% | Reduced |
| Arrow Financial Corp | 3,575 | $482.0K | 0.07% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 3,556 | $480.0K | 0.12% | −30−0.8% | Reduced |
| Financial Management Network Inc | 3,291 | $479.0K | 0.24% | −356−9.8% | Reduced |
| Sigma Investment Counselors Inc | 3,551 | $479.0K | 0.04% | −10−0.3% | Reduced |
| Grove Bank & Trust | 3,549 | $479.0K | 0.12% | +18+0.5% | Added |
| JLB & Associates Inc | 3,552 | $479.0K | 0.08% | +527+17.4% | Added |
| Machina Capital S.A.S. | 3,533 | $477.0K | 1.01% | +3,533 | New |
| Trillium Asset Management, LLC | 3,525 | $476.0K | 0.02% | −722−17.0% | Reduced |
| First Affirmative Financial Network | 3,532 | $476.0K | 0.61% | −329−8.5% | Reduced |
| Fort Pitt Capital Group, LLC | 3,527 | $476.0K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 3,524 | $475.0K | 0.13% | +750+27.0% | Added |
| Purus Wealth Management, LLC | 3,515 | $474.0K | 0.44% | −80−2.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 3,517 | $474.0K | 0.02% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 3,515 | $474.0K | 0.36% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 3,509 | $473.0K | 0.07% | +868+32.9% | Added |
| Henshaw Capital LLC | 3,505 | $472.9K | 0.03% | −96−2.7% | Reduced |
| CMT Capital Markets Trading GmbH | 3,500 | $472.0K | 0.20% | +3,500 | New |
| Capital Investment Advisors, LLC | 3,476 | $469.0K | 0.02% | −1,150−24.9% | Reduced |
| Mezzasalma Advisors, LLC | 3,473 | $469.0K | 0.37% | +248+7.7% | Added |
| Colonial Trust Advisors | 3,476 | $469.0K | 0.06% | +3,476 | New |
| Bellwether Advisors, LLC | 3,465 | $467.0K | 0.15% | −258−6.9% | Reduced |
| Zeke Capital Advisors, LLC | 3,464 | $467.0K | 0.03% | −41−1.2% | Reduced |
| CoreFirst Bank & Trust | 3,449 | $465.0K | 0.40% | −267−7.2% | Reduced |
| Summit Financial Group Inc | 3,450 | $465.0K | 0.19% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,444 | $465.0K | 0.51% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 3,445 | $465.0K | 0.14% | +1,325+62.5% | Added |
| Archford Capital Strategies, LLC | 3,437 | $464.0K | 0.12% | +40+1.2% | Added |
| Bristol John W & Co Inc | 3,420 | $461.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,414 | $460.0K | 0.04% | −500−12.8% | Reduced |
| Spouting Rock Asset Management, LLC | 3,407 | $460.0K | 0.35% | +3,407 | New |
| Ridgewood Investments LLC | 3,405 | $459.0K | 0.38% | 00.0% | Unchanged |
| First Western Trust Bank | 3,395 | $458.0K | 0.03% | +232+7.3% | Added |
| First Horizon Advisors, Inc. | 3,399 | $457.0K | 0.02% | −407−10.7% | Reduced |
| CX Institutional | 3,379 | $456.0K | 0.03% | −8,812−72.3% | Reduced |
| Hartford Financial Management Inc. | 3,362 | $454.0K | 0.13% | 00.0% | Unchanged |
| Barton Investment Management | 3,360 | $453.0K | 0.09% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 3,348 | $452.0K | 0.01% | 00.0% | Unchanged |